This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | $384K | 8.3% |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | $101K | 2.2% |
| Direct comp |
|---|
| Indirect comp |
|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $2K | — |
Common Collective Trust |
| $73K |
| 1.6% |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | $48K | 1.1% |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | $30K | 0.7% |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | $12K | 0.3% |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | $4K | <0.1% |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | $470 | <0.1% |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | $0 | <0.1% |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | $0 | <0.1% |
